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Doing a stock order
Doing a stock order

How to generate a stock order, either automatically or manually

Kate Shove avatar
Written by Kate Shove
Updated over a week ago

You have two choices for creating a stock order: you can either create one manually, or generate an order form based off of your current stock holding and your minimum and maximum stock holding settings

Manually

  1. Go to Stock on the left hand side -> Orders and Deliveries

  2. Click New Purchase Order -> Name the order in the description field at the top

  3. Search for the products you would like to add -> Fill in your ordered quantity

  4. Save Changes -> Mark as Ordered

  5. This will save this order form ready for you to complete when your order arrives

Automatically

  1. Go to Stock on the left hand side -> Products

  2. Filter by manufacturer or category if need, or search on all -> Click the yellow truck button in the bottom right

  3. This will generate an order form for you with all products currently sitting at a stock level below your minimum stock. It will add the required amount as the number of units required to take you up to your maximum level

  4. You can edit the required amount -> You can add additional items from the search bar at the bottom

  5. Save Changes -> Mark as Ordered

  6. This will save this order form ready for you to complete when your order arrives

Manually

Automatically

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